System Discounts Report Overview 

If you access stores in different time zones, note that the system displays the local time of the selected store in the left panel.

1. How to generate the System Discounts Report for the selected date range
2. How to apply filter options to customize the report
   
3. How to automate (schedule) or print a report
   
4. How to mark the report as a favorite report 
   

1. Reaching the "System Discounts Report"

1. Step 1: Log into Control Center
   
2. Step 2: Choose Store
   
3. Step 3: Choose Reports
   
4. Step 4: Choose Sales Reports
   
5. Step 5: Choose System Discounts

2. Generating the "System Discounts Report"

1. Navigate to the System Discounts Report screen.
   
2. Select the date range and click "Generate Report" to view the "System Discounts Report" for the selected date range. 
   
1. You can use the Report Type, Filter By Discount, Filter By Customer, Filter By Manufacturer, Date Range & Presets, and Reimbursable Filter filters to create the report that meets your requirements. You can use multiple filters to make the report more specific. Please refer to section 3. Report Filter Options, to learn more about these filters.
   
2. Click "Generate Report" whenever you change your selection in any field to view the updated report. 
   
3. When you click the "Generate Report" button after selecting the date range, the system will show the store-wise report records, as Figure 2.1 shows. 
   

1. Discount Name: This column displays the discount name.
2. Reimbursable: This column shows whether or not the discount is reimbursable.
3. Discount Qty: This column presents the quantity of items on which the selected discount is applied.
4. Discount Amount: This column will display the discount's amount value.
   

3. Report Filter Options

1. Report Type: The Report Type filter lets you generate six reports: System Discount Summary, System Discount Summary by Customer, System Discount Summary Group By Store, System Discount Details, System Discount Details by Customer, and System Discount Item Details. Section 3.1 Report Type explains further details. 
   
2. Filter By Discount: The Filter By Discount filter lets you view the report for selected discounts only. 3.2 Filter By Discount explains further details. 
   
3. Filter By Customer: The Filter By Customer filter lets you view the report for selected discounts only. 3.3 Filter By Customer explains further details. 
4. Filter By Manufacturer: The Filter By Manufacturer filter lets you view the report for selected discounts only. 3.4 Filter By Manufacturer explains further details. 
5. Date Range & Presets: The Date Range & Presets filter lets you select the report's time interval. 3.5 Date Range & Presets explains further details.
6. Reimbursable Filter: The Reimbursable Filter lets you view the report based on three parameters: All Discounts, Non-Reimbursable Discounts, and Reimbursable Discounts. 3.6 Reimbursable Filter explains further details. 

3.1 Report Type

1. System Discount Summary: This report type summarizes system discounts for the selected date range. The system selects this report type by default and generates the report, as Figure 2.1 shows. 
   
2. System Discount Summary by Customer: This report type generates a report organized by customer names. It shows the customers' names and discounts they availed during the specified date range, as Figure 3.1.2 shows. 

 Figure 3.1.2

1. System Discount Summary Group By Store: This report type generates a report organized by store names. This report type is valuable for corporate employees because they can access all company locations. As a store employee, you will see the name of the selected store location at the top, as shown in Figure 3.1.3. 

 Figure 3.1.3

1. System Discount Details: This report type generates a report organized by discount names, as Figure 3.1.4 shows. It displays which discount was availed of. It shows the discount was availed of when and on which register, along with the receipt number, discount quantity, and discount amount. 

 Figure 3.1.4

1. System Discount Details by Customer: This report type generates a report organized by customer names and discount details, as Figure 3.1.5 shows. It shows all discounts availed by the customer within the chosen date range and specific details about each discount. 

Figure 3.1.5

1. System Discount Item Details: This report type generates a report organized by discount names and item details, as Figure 3.1.6 shows. It shows all discounted items sold within the chosen date range, organized by discount names. 

 Figure 3.1.6

3.2 Filter By Discount

1. Show All: The system selects "Show All" by default. It considers all discounts when generating the report for the selected locations. The "Manage" button is disabled for this option. 
2. Filter By Discount: This option generates the report by selecting specific discounts. Once you choose this option, the system will enable the "Manage" button to set up the filters. 
   

1. In the Filter By Discount drop-down, select the "Filter By Discount" option and click the "Manage" button.

 Figure 3.2.1

1. The Manage Filters screen will appear, showing the discount list, as Figure 3.2.2 shows.
   

Figure 3.2.2

1. 1: Search: Use this Search box to search for a specific discount.
   
2. 2: Active Only: Use this filter to filter the Manage Filter screen data based on four parameters: Active Only, Active & Current Only, Inactive Only, and All Records. 
   
3. 3. Select Scan Data Classification: Use this filter to filter the Manage Filter screen data based on four parameters: Automatic/None, MultiPack, Account Funded, or Manufacturer Funded.

What is Scan Data Classification? 

Several prominent tobacco manufacturers, including ITG, PM/UST, and RJ Reynolds, offer a scan data reporting program that allows retailers to share detailed sales data in exchange for financial incentives. Based on the business terms, a corporate employee determines whether a discount should be included in the scan data reporting. If a discount is to be included, the corporate employee will classify it as Automatic/None, MultiPack, Account Funded, or Manufacturer Funded.

4. 4: Custom Selections: Use these checkbox filters to filter the Manage Filter screen data based on four parameters: 
   
4. Manufacturer in Scan Data: If you tick this checkbox, the Manage Filter screen data will show only those discounts included in the scan data reporting. 
5. Discount Cost: If you tick this checkbox, the Manage Filter screen data will show only those discounts for which the discount is applied on the cost, not the price. 
6. Require Loyalty: If you tick this checkbox, the Manage Filter screen data will show only discounts that require a Loyalty Customer to avail themselves of the discount. 
7. Apply Tax: If you tick this checkbox, the Manage Filter screen data will show only those discounts for which the tax would be applied before the discount is applied. 

FTx Cloud POS provides significant flexibility for corporate employees when creating discounts. They can select from various parameters, including the abovementioned. These checkboxes allow you to filter the discount list based on the selected parameters.

5. 5: Results: This section shows the list of all discounts. You will see the data accordingly if you have applied the 2, 3, or 4 filters.
6. 6: Selection Checkboxes: Select the required discounts by checking the appropriate checkboxes.
7. 7: Arrow: Click the green Arrow button to move the selected records to the Selected Area. 
   

1. The Manage Filters screen will look like the one in Figure 3.2.3.
   

Figure 3.2.3

1. 1: Clear Selection: Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon.
   
2. 2: Apply: Click "Apply" to apply the selection. 
   

1. As Figure 3.2.4 shows, the names of the selected discounts are displayed under "Selected Filter Types." When you click "Generate Report," the system generates the report only for the selected discounts. 

 Figure 3.2.4

3.3 Filter By Customer

1. Show All: The system selects "Show All" by default. It considers all customers when generating the report for the selected locations. The "Manage" button is disabled for this option. 
   
2. Filter By Customer: This option generates the report by selecting specific customers. Once you choose this option, the system will enable the "Manage" button to set up the filters. 
   

1. In the Filter By Customer drop-down menu, select the "Filter By Customer" option and click the "Manage" button.
   

 Figure 3.3.1

1. The Manage Filters screen will appear, showing the customer list, as Figure 3.3.2 shows.
   

Figure 3.3.2

1. 1: Search: Use this Search box to search for a specific customer.
   
2. 2: Results: This section shows the list of all customers. 
   
3. 3: Selection Checkboxes: Select the required customers by checking the appropriate checkboxes.
   
4. 4: Arrow: Click the green Arrow button to move the selected records to the Selected Area.
   

1. The Manage Filters screen will look like the one in Figure 3.3.3.
   

Figure 3.3.3

1. 1: Clear Selection: Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon.
   
2. 2: Apply: Click "Apply" to apply the selection. 
   

1. Figure 3.3.4 shows that the selected customers' names are displayed under "Selected Filter Types." When you click "Generate Report," the system will generate the report only for the selected customers. 
   

 Figure 3.3.4

3.4 Filter By Manufacturer 

1. Show All: The system selects "Show All" by default. It considers all manufacturers when generating the report for the selected locations. The "Manage" button is disabled for this option. 
2. Filter By Manufacturer: This option generates the report by selecting specific manufacturers. Once you choose this option, the system will enable the "Manage" button to set up the filters. 
   

1. Select the Filter By Manufacturer option in the Filter By Manufacturer drop-down and click the "Manage" button.

 Figure 3.4.1

1. The Manage Filters screen will appear, showing the manufacturer list, as Figure 3.4.2 shows.

Figure 3.4.2

1. 1: Search: Use this Search box to search for a specific manufacturer.
2. 2: Results: This section shows the list of all manufacturers. 
3. 3: Selection Checkboxes: Select the required manufacturers by checking the appropriate checkboxes.
4. 4: Arrow: Click the green Arrow button to move the selected records to the Selected Area. 

1. The Manage Filters screen will look like the one in Figure 3.4.3.

Figure 3.4.3

1. 1: Clear Selection: Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon.
2. 2: Apply: Click "Apply" to apply the selection. 

1. As Figure 3.4.4 shows, the names of the selected manufacturers are displayed under "Selected Filter Types." When you click "Generate Report," the system generates the report only for the selected manufacturers. 

 Figure 3.4.4

3.5 Date Range & Presets

1. Click inside the Start Date field. The drop-down calendar will appear, as shown in Figure 3.5.1.
   

Figure 3.5.1 

1. Select the specific date and time from the drop-down calendar. Alternatively, manually enter the date in MM/DD/YYYY format.
2. Click inside the End Date field and follow the same process. 
3. After making the appropriate selections for other filters, click on "Generate Report."
   

1. Hover over the "Presets" button. 
   
2. As shown in Figure 3.5.2, a drop-down menu will appear, allowing you to select the required duration or interval. The system will automatically set the Start and End Dates based on your selection. After making the appropriate selections for other filters, click on "Generate Report."

3.6 Reimbursable Filter

1. All Discounts: The system selects this option by default and generates the report, including all discounts, as Figure 2.1 shows.  
   
2. Non-Reimbursable Discounts: If you select the Non-Reimbursable Discounts option to generate the report, the system will include only non-reimbursable discount records in the report.  
3. Reimbursable Discounts: If you select the Reimbursable Discounts option to generate the report, the system will include only non-reimbursable discount records in the report.  

Non-Reimbursable Discounts vs Reimbursable Discounts:

Reimbursable discounts are price reductions offered by the retailer but funded by a third party, such as a manufacturer or vendor, and the retailer gets reimbursed for the discount value. In contrast, non-reimbursable discounts are entirely funded by the retailer as part of their promotional strategies and are not reimbursed by anyone. The key difference lies in who bears the cost of the discount—the external party vs. the retailer.

4. Scheduling a Report

5. Printing / Exporting a Report

6. Manage Favorites